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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEX FUND ADVISORS, INC. Service code 15 · EIN 46-3096907 | Recordkeeping | $17,538 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,005 | $39,132+15.0% | $57,196-21.3% | $62,881-28.4% |
| Participation rate | 66.7% | 70.5%-3.8pp | 75.3%-8.7pp | 69.3%-2.6pp |
| Annual return | 11.01% | 9.24%+1.8pp | 14.59%-3.6pp | 20.14%-9.1pp |
| Employer contribution / active EE | $800 | $1,874-57.3% | $2,683-70.2% | $2,281-64.9% |
| Participant deferral / active EE | $2,684 | $2,374+13.0% | $3,096-13.3% | $3,203-16.2% |
| Admin fee / account holder | $372 | $2,594-85.6% | $3,141-88.1% | $4,296-91.3% |